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Financial planning
The emerging duopoly of multi-functional financial planning software providers in the Australian market is a response to demand for well-capitalised, voluminous providers...
Financial planning
Separately managed accounts have experienced a difficult transition in the financial planning industry as a result of financial planners’ lack of knowledge and confidence...
Financial planning
The first set of research performed on the Australian separately managed accounts market has shown the products currently on offer need to improve their functionality bef...
Superannuation
The latest study compiled by AMP Capital Investors and Investment Trends regarding self-managed superannuation funds has revealed the burden of compliance and keeping abr...
Financial planning
Xplan has beaten its competition by ranking first in an independent review of Australian financial planning software....
Financial planning
Despite being launched less than a month ago, AdviserNETgain, Asgard Wealth Solution’s practice and planning management technology, has come out on top in the hybrid cate...
Financial planning
AMP Capital Investors has made its first serious foray into the retail market with the launch of four open ended funds through its Private Clients channel....
Superannuation
The latest AMP Capital/Investment Trends SMSF Investor Report has revealed compliance is now clearly the number one challenge being faced by people running their own supe...
Financial planning
Colonial First State, Commsec, Macquarie and Leveraged Equities were the big winners in a margin loan market that showed no signs of cooling off last year....
Superannuation
The Federal Opposition is calling for tougher regulation and clearer disclosure of SMSFs following the release of ATO figures on asset values and fees charged in SMSF acc...
Superannuation
Financial advisers have embraced the growth in self-managed superannuation funds with recent research showing just under half of them, 46 per cent, see it as a significan...
Financial planning
Clients of financial planners are investing more of their assets according to their planner’s recommendations, with 88 per cent rating the overall quality of the service ...
Financial planning
Coin Software was the top ranking financial planning software and IWL’s VisiPlan had the fastest rate of enhancement in 2005, according to an independent competitive repo...
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MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...